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How To Assign Sales Account Team Members Automatically (Doc ID 1644522.1)

Last updated on SEPTEMBER 11, 2020

Applies to:

Oracle Fusion Sales Cloud Service - Version and later
Information in this document applies to any platform.


How to assign sales account team members automatically.

Is there any way to automatically assign Sales Account Team members? Or are territories the only true way to assign multiple people to an account when the Account is created?
Sales Account team- There is a requirement of having multiple users/owners on company records. These teams are fairly standard as there are account managers assigned to sales people. Need team assignment to be automated if possible in the OSC system. All data would also need to be visible up through the management team.




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